Account-Based Prospecting filters connect your Lusha Prospecting Platform directly to your CRM data in real time. Instead of switching tabs or manually checking for duplicates, you can filter your Lusha searches based on records you already own. This helps your team uncover net-new revenue opportunities and coordinate account outreach seamlessly.
Key Concepts & Terminology
Not in My CRM Filter: A search filter that hides any contact or company record that already exists in your connected CRM.
Search in My CRM Filter: A search filter that narrows your Lusha results down only to records that currently exist inside your CRM, allowing you to find new stakeholders within known accounts.
Live CRM Sync: The CRM Import feature lets you bring existing records from your Salesforce account directly into a Workspace table, enrich them with Lusha's verified contact data and AI insights, and push them back — closing the loop on your data hygiene without leaving Lusha.
How It Fits Into Your Workflow
When sourcing pipeline, use these filters to segment your territory. If you are hunting for net-new logos, use the exclusion filter to keep your list clean. If you are working on account expansion or cross-selling, use the inclusion filter to find new buyers within your existing customer base.
💡 Note: These features require an active CRM integration (Salesforce) established by your team Admin.
CRM Filters & Indicators Comparison
Use this quick reference table to see how each feature handles your CRM data inside Lusha Workspace.
Feature / Action | Primary Goal | What It Does to Your Search Results or Workspace | Ideal Use Case |
CRM Indicator (Icon) | Visual Awareness | Displays a blue CRM icon next to existing records, but does not hide any results. | When you want to see your entire target market but easily spot who you already own. |
Not in My CRM Filter | Net-New Sourcing | Hides all contacts and companies that already exist in your connected CRM integration. | When hunting for completely new logos and you want to avoid spending credits on duplicates. |
Search in My CRM Filter | Account Expansion | Filters results to show only contacts and companies that match specific live CRM parameters. | When looking for new stakeholders or deals within accounts you already own. |
Import from CRM into Workspace | Data Enrichment and List Management | Pulls raw reports, views, or searched account lists from Salesforce directly into a Workspace table. | When mapping out complex buying circles or running bulk enrichment on existing records. |
Ready to start filtering?
To find net-new leads, see How to Filter by Contacts Not in Your CRM.
To find new buyers in existing accounts, see How to Target Existing CRM Accounts in Lusha.
To enrich existing Salesforce records, see How to use the Import CRM feature.
Got a feature request? Submit it here!